Kingsview Wealth Management, LLC Ishares Russell 2000 ETF Call Options Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Call Options

12 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2021 Feb 17, 2022	BUY	$212.12 - $242.56 $21,212 - $24,256	100 Added 100.0%	200 $41,000
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $481,252 - $704,214	-4,600 Reduced 97.87%	100 $1,000
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $673,716 - $766,728	4,600 Added 4600.0%	4,700 $4,000
Q2 2019 Jan 29, 2020	SELL	$145.86 - $160.71 $58,344 - $64,284	-400 Reduced 80.0%	100 $1,000
Q1 2019 Jan 29, 2020	BUY	$132.25 - $158.24 $39,675 - $47,472	300 Added 150.0%	500 $0
Q3 2018 Jan 29, 2020	BUY	$164.2 - $173.02 $16,420 - $17,302	100 Added 100.0%	200 $1,000
Q2 2018 Jan 29, 2020	SELL	$148.13 - $169.97 $74,065 - $84,985	-500 Reduced 83.33%	100 $1,000
Q1 2018 Jan 29, 2020	SELL	$145.44 - $159.96 $596,304 - $655,836	-4,100 Reduced 87.23%	600 $2,000
Q4 2017 Jan 29, 2020	SELL	$145.63 - $154.3 $29,126 - $30,860	-200 Reduced 4.08%	4,700 $4,000
Q3 2017 Jan 29, 2020	SELL	$144.61 - $148.18 $86,766 - $88,908	-600 Reduced 10.91%	4,900 $7,000
Q2 2017 Jan 29, 2020	SELL	N/A	-300 Reduced 5.17%	5,500 $4,000
Q1 2017 Jan 29, 2020	BUY	N/A	5,800	5,800 $5,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.58 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.44 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.32 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.31 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.85 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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